Beta Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,318,799
-2.9%
48,765
-1.3%
1.56%
-9.5%
Q3 2022$2,388,000
-10.6%
49,418
-7.9%
1.72%
-3.9%
Q2 2022$2,671,000
-16.1%
53,641
-12.1%
1.79%
-16.0%
Q1 2022$3,184,000
-18.2%
61,059
-13.7%
2.13%
-24.1%
Q4 2021$3,891,0000.0%70,7170.0%2.81%0.0%
Q3 2021$3,891,000
-48.1%
70,717
-48.0%
2.81%
-46.3%
Q2 2021$7,499,000
-47.2%
136,112
-47.4%
5.22%
-49.4%
Q1 2021$14,192,000
-5.9%
258,675
-3.5%
10.32%
-20.3%
Q4 2020$15,075,000268,19012.94%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders